Configure Outlets for Point of Sale (POS)

The Outlets command on the POS Configuration Menu  allows you to add (or inactivate) any restaurants, cafes, or other service areas of your Property into Skyware, and enter or edit the relevant details of each outlet in the system.  ALL subsequent POS configuration, such as POS periods, Table Section, Kitchens, as well as menu items or inventory items, must be associated with at least one outlet, thus Outlets is the first command found on the POS Configuration Menu.

 

 

 

 

From the quick menu (left) choose Manager's Screen to be taken to the Manager's Commands menu.

Quick Menu with Manager's Screen option selected OR Quick Menu with Manager's Screen option selected, NEW look

OR Click the icon on the left for the Full Menu.

Full Menu Icon OR Full Menu option when viewed using the modern light look of Skyware

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

Full Menu Table OR Full Menu popup version seen in Modern Light look of Skyware

Select Other from the Other section.

Other section of the Full Menu OR Other section of the Full Menu with Other => command selected, NEW look for Skyware

This will take you to the Other Front Desk Tasks Menu, which has four sections, Other List 1, Other List 2, Documents and Web.

Other Front Desk Tasks Menu OR Other Front Desk Tasks Menu in the NEW look for Skyware

From the Other List 2 section, select Manager's Screen => to be taken to the Manager's Commands menu.

 

The Manager's Commands menu has two sections, Manager's Configuration and Manager's Maintenance.

Manager's Commands Menu OR Managers commands menu in the NEW look for Skyware

Select Configuration => from the Manager's Maintenance section.

Manager's Commands Menu with Configuration option selected ORManager's Commands Menu with Configuration => option selected, NEW look for Skyware

This will open the Property and Configuration Menu screen. The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Property and System Configuraion Menu OR Property and System Configuraion Menu, NEW look for Skyware

Note: Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option. This will also take you to The Property and System Configuration Menu.

 

Select Point of Sale (POS) Configuration => from the Sub-Systems area of the screen.

Property and System Configuration menu with Point of Sale (POS) Configuration option selected OR Sub-systems section of the Property and Configurayion Menu with Point of Sale (POS) Configuration => command selected, NEW look for Skyware

This will take you to the POS Configuration Menu.

POS Configuration menu OR Point of Sale (POS) Configuration Menu, NEW look for Skyware

The commands are divided into four sections: Restaurants, Menu Items Setup, Other and Inventory Items.

 

Select Outlets from the Restaurant section of the Point of Sale (POS) Configuration menu.

Restaurant section of the Point of Sale (POS) Configuration Menu with Outlets command selected, NEW look for Skyware

 

Outlets Maintenance screen example

The screen display is split into two frames, with the left side of the screen listing any already configured restaurants for the property and the right side containing the fields you need to complete in order to add or edit a restaurant for the property. Any changes made on the right, once saved, will be updated in the listings to the left.

Outlets screen, left side detail showing configured options

The currently configured outlet options can be displayed either by list order (ascending or descending) or by name (alphabetically, ascending or descending), and can be searched by manually inputting the desired order number or outlet name.

Selecting any one of these will display the details on the right.

 

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the local toolbar to add a new outlet.

Complete the fields described on the General tab.

OR:Select an existing outlet from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar.

Then change the field information as described.

Edit the current selection:

Change the field information described below.

 

General Tab:

Outlets Mainteance screen example General tab details for editing purposes

List Order: This determines where in the display the outlet appears listed in the interface.

Enter a number into the List Order field.

This field is optional. If no order is specified, the outlets are listed in alphabetical order in the Point of Sale (POS)interface.

Outlet: The name of the outlet specified.

Enter a name in the Outlet field. This is the name that appears for outlet in the Point of Sale (POS)interface.

This field is required.

Custom Restaurant Check: Each outlet may have a specific check for that outlet (for example, a tennis racquet on the check for the tennis club).

Posting Type: This is a drop-down menu of possible posting types. A posting type may be an outlet or a Point of Sale (POS) period, but not both.

Kitchen: This is a drop-down menu of available kitchens configured in the initial installation. Each restaurant may have its own kitchen, or there may be one default kitchen. This is for filtering printers (ensuring the checks print in the correct location).

Outlet Type: This is a drop-down menu. This may be set as default, retail or restaurant, according to your preference. Setting this determines how the transaction is processed through the credit card gateway, for credit card transactions.

Default "Settle Immediately": This is a drop-down menu. This may be Normal (default option), Checked or Unchecked. If Normal is selected, the default for a Quick Sale check is settle immediately, credit card not checked immediately.

Allow any Quick ID to edit a check: This box may be checked or unchecked, as desired. By default, it is unchecked.

Not Active?: This box may be checked or unchecked. By default, it is unchecked.

It should only be checked if the outlet is no longer in use.

Once an outlet has been added to the list on the left, it will remain in the list (cannot be deleted) if there has been any checks created for it. Once a check is created, it exists in several places in the system, and therefore there cannot be a check for somewhere that does not exist.

 

When you are finished adding or editing an outlet, click the Save Save button button to save the changes.

To view any changes made, click the Activity log Activity Log button button in the local tool bar.

 

Date Updated December 24, 2024